Position in TER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$926,553
+$356,461 QoQ
Shares Held
1,915
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#741
of 1,416 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Lifeworks Advisors, LLC holds $6,443,342 across 4 Semiconductor Equipment & Materials names. TER ranks #3 (14.4% of the industry book) .
All Filings in TER
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $926,553 | 1,915 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $570,092 | 1,923 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $371,441 | 1,919 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $264,131 | 1,919 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $244,284 | 1,940 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $259,824 | 1,940 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||